Manage Prospect/Client Contacts' Folders and Documents

Depending on your role in WorkBook, you can create, delete, or rename folders from the contact card and use them to upload, create, edit, rename, duplicate, and download files and documents.

Note: You must have permission to add prospects and clients to WorkBook, as well as modify prospect- and client-related information and activities, to complete this task.

To manage a prospect or client contact's folders and documents:

1. Display the contact card. See Display the Contact Card
2. On the side toolbar of the contact card, click Documents .
3. In the left pane of the contact card, click Folder Menu .
4. Select any of the following options:
   • Create Folder
   • Delete Folder
   • Rename Folder
   • Generate Default Folder Template
5. Use the toolbar in the right pane of the contact card to upload, create, rename, edit, duplicate, download, or delete files and documents.